Asset-Map and LPL Financial: A New Chapter in Planning
Asset-Map Holdings Inc. has entered a strategic partnership with LPL Financial, a major investment advisory firm and the largest independent broker-dealer in the United States. The move brings modern planning software directly to the advisors who rely on LPL’s platform every day.
What the Relationship Delivers
This collaboration gives LPL Financial advisors access to Asset-Map’s planning tools so they can make client conversations clearer, faster, and more productive. The goal is straightforward: help advisors show clients where they stand financially and what steps might come next—without the noise.
Tools Advisors Can Put to Work
Here’s what Asset-Map brings to the table:
- Asset-Map Reports: Clear, visual snapshots of a client’s full financial landscape. Advisors and clients can quickly see the big picture and focus on what matters most, together.
- Stencils: Peer-based insights that help frame client discussions. Advisors can reference how similar households approach decisions and surface instruments that fit retirement goals.
- Signals: A readiness check for common life disruptions. Signals highlights potential vulnerabilities so advisors can address gaps before they become problems.
- Target-Maps: Goal-centered planning made practical. Target-Maps support specific targets and ongoing progress tracking, making next steps easier to define—and easier to follow.
Looking Ahead
CEO H. Adam Holt of Asset-Map underscored the shared focus of both organizations: better outcomes through clearer conversations. The vision is to pair thoughtful advice with modern technology so advisors can meet clients where they are and guide them with confidence.
Support for Advisors, Value for Clients
The partnership strengthens how LPL advisors serve their clients. Whether they’re independent business owners or affiliated with registered investment advisory firms, LPL professionals can tailor Asset-Map’s customizable tools to fit each household. The result is planning that feels personal, grounded, and easier to act on.
About LPL Financial
LPL Financial equips advisors with a robust platform and a steady cadence of innovation. By bringing advanced planning technology into their ecosystem, LPL helps advisors access the resources they need to support clients effectively and efficiently.
The Annual Focus Conference
The partnership was announced at LPL Financial’s annual conference, one of the largest gatherings of financial professionals. The event ties together technology and expert perspective, underscoring the value of continuous learning and collaboration across the advice community.
About Asset-Map
Founded in 2013 by H. Adam Holt, Asset-Map’s mission is to improve financial health around the world. Its interactive platform helps financial professionals visualize a client’s financial landscape, so planning discussions are easier to start, navigate, and revisit.
A Holistic Client Experience
Asset-Map is used globally, with over 1.8 million individuals mapped and $1.5 trillion in financial assets represented. The platform helps advisors simplify complex decisions and keep the whole picture in view—one conversation at a time.
Frequently Asked Questions
What is Asset-Map Holdings Inc.?
Asset-Map is a financial planning technology company. Its platform helps advisors visualize a client’s overall financial landscape and use that view to guide clear, practical conversations.
Which tools from Asset-Map are available to advisors?
The lineup includes Asset-Map Reports, Stencils, Signals, and Target-Maps—tools built to clarify a client’s situation, frame decisions, flag potential gaps, and track progress toward goals.
How does the LPL Financial relationship help advisors?
LPL Financial advisors receive discounted access to Asset-Map’s tools, making it easier to tailor planning to each client and communicate next steps in a way that’s easy to understand.
What is LPL Financial known for?
LPL Financial is recognized as the largest independent broker-dealer in the U.S. The firm supports advisors with investment solutions and advanced technology so they can serve clients more effectively.
When was this partnership announced?
The announcement was made during LPL Financial’s annual conference, a major industry gathering focused on shared learning, technology, and collaboration.
